Tips for Report Builder Usage Report Builder is supported in SharePoint integrated mode and can be launched from SharePoint sites to create new reports or to edit existing reports and re
Trang 1Managing Shared Schedules
FIGURE 36.11 Manage Report History menu
You must be a site administrator to manage shared schedules on a SharePoint site
To create shared schedules, click Site Actions at the upper right on the site, pick SiteSettings, Modify All Site Settings, and then click Manage Shared Schedules under theReporting Services section (see Figure 36.12)
Click Add Schedule to create a shared schedule You can specify a descriptive name,frequency, and a start and end date (see Figure 36.13)
Shared schedules rely on the SQL Server Agent service Once the schedule is created, reportsand subscriptions associated with the schedule are triggered to run in a timely fashion The
FIGURE 36.12 Manage shared schedules
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Trang 2ptgFIGURE 36.13 Create shared schedules.
FIGURE 36.14 Pause and resume shared schedules
shared schedule can be paused or resumed (see Figure 36.14) If it is paused, reports
execu-tions associated with the schedule will not get triggered until the schedule is resumed
Managing Subscriptions
There is a Manage Subscriptions menu option when you select a report from the
SharePoint document library Subscriptions enable you to receive reports through a variety
of delivery methods beyond the simple interactive report execution via a browser
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Trang 3Subscription delivery methods include the following:
Email: Send a report via email You can also configure fields such as To, CC, BCC,
and Subject
Windows File Share: Send a report to a Windows file share with the filename and
security credentials
Null Delivery Provider: Generate subscriptions that preload the report cache This
can help increase report performance
SharePoint Document Library: Send reports to a specified SharePoint document
library
NOTE
You must configure your report data source to use stored credentials or the unattendedreport-processing account as a prerequisite to creating subscriptions on the report Thecredentials can be a Windows user account or a database user account
Figure 36.16 shows the UI for creating a standard subscription
Data-driven subscriptions (DDS) are more powerful and have been enabled for SharePoint integrated mode in Reporting Services 2008 DDS provide a way to dynamically filter results,
decide on an output format, and generate a list of subscribers at runtime
The DDS feature is available only in the SQL Server Developer and Enterprise editions andnot available in Standard, Web, or Express editions
Besides report and delivery extension information, a DDS includes information such asthe subscriber data source and query to use for generating the dynamic subscription infor-mation at runtime
FIGURE 36.15 Manage subscriptions
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Trang 4ptgFIGURE 36.16 Standard subscription in SharePoint integrated mode.
Figures 36.17 through 36.20 show the various steps in the SharePoint UI for setting up a
DDS from the Create a Data-Driven Subscription option
Step 1 is to define the data source and query that will provide the dynamic list of
recipi-ents, delivery settings, and report parameter values for each recipient
Step 2 is to specify the parameter values to use with the report subscription It can be the
report default, a static value, or a dynamic value returned from the query specified in step 1
Step 3 is to specify the delivery options to use with the report subscription, including
loca-tion and rendering format
Step 4 is to specify the schedule for delivering the subscription Delivery time can be based
on a shared schedule, customized schedule, or whenever a report snapshot is created
Once a data driven subscription is created, when you click it to view details in SharePoint,
there is a nice summary page that can be used to view and edit the various parts of the
subscription, such as data definition, parameters, delivery options, and scheduling info
(see Figure 36.21)
SharePoint Document Management
One of the key advantages of SSRS integration with SharePoint is that you can leverage
popular SharePoint document management features such as versioning, content approval,
alerts, permissions, and workflows
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Trang 5SharePoint Document Management
FIGURE 36.17 Create a data-driven subscription in SharePoint integrated mode: Step 1
FIGURE 36.18 Create a data-driven subscription in SharePoint integrated mode: Step 2
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Trang 6ptgFIGURE 36.19 Create a data-driven subscription in SharePoint integrated mode: Step 3.
FIGURE 36.20 Create a data-driven subscription in SharePoint integrated mode: Step 4
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Trang 7Summary
FIGURE 36.21 Create a data-driven subscription in SharePoint integrated mode: Summary
For example, you can send an alert every time a report definition is updated on theSharePoint site in the same way SharePoint enables you to send alerts when a Word orExcel file is updated
No wonder that IT departments want to deploy SSRS in SharePoint integrated mode Usersare already trained in uploading, sharing, and securing documents via SharePoint, andthey can now treat reports just like any other document and take advantage of SharePointdocument management features
If you are new to SharePoint and want to learn more, you can find a helpful white paper
on SharePoint document management at http://go.microsoft.com/fwlink/?LinkID=92638
Summary
Report management is done in the SharePoint UI via the menu options on reports in theSharePoint document library These include the management of report properties, permis-sions, data sources, parameters, processing options, history, schedules, and subscriptions
DDS support has been enabled in SharePoint integrated mode with the Reporting Services
2008 release
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Trang 9Data Sources in SharePoint
Report Models in SharePoint
Report Builder 2.0
Tips for Report Builder Usage
Report Builder is supported in SharePoint integrated mode
and can be launched from SharePoint sites to create new
reports or to edit existing reports and report models
By default, SSRS 2008 RTM release shipped with Report
Builder 1.0, which relies on building reports on top of
models If you want to use Report Builder 2.0, you can
install SQL Server 2008 Service Pack 1 and get 2.0 with
Click Once capability More information is available later in
this chapter
As part of the SSRS add-in for SharePoint installation, new
content types for Report Builder Report, Report Model, and
Report Data Source are made available to SharePoint These
content types can be added to any document library to
enable creating new documents of these types in that
library If you have a new document library that you want
to enable with SSRS content types, go to the library settings,
select Add from Existing Site Content Types, and select the
reporting content types (see Figure 37.1)
When you go to the New menu on the document library,
you will now see options to create a new Report Builder
Report, Report Data Source, or Report Model (see Figure 37.2)
Thus, the end user is enabled to do ad hoc reporting by
creating data sources, models, and Report Builder reports
directly on the SharePoint site
NOTE
With SSRS integration, the correct menu option in the
SharePoint document library for creating new ad hoc
reports is called New Report Builder Report
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Trang 10ptgFIGURE 37.1 Add SSRS content types to a SharePoint document library.
FIGURE 37.2 New menu options for report items in a SharePoint document library
Do not get confused by a default New Report menu item that shows up in SharePoint
Reports Center It is a SharePoint-specific concept, and it does not refer to SSRS
reports Instead, use the New Report Builder Report menu option for your ad hoc
reporting needs
Report Builder Reports in SharePoint
When the New Report Builder Report menu option is selected, it will start the download
of a click-once Report Builder application from the Report Server in SharePoint Integrated
mode (see Figure 37.3)
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Trang 11Report Builder Reports in SharePoint
FIGURE 37.3 Click-once installation of Report Builder from Report Server
With SSRS 2008, Report Server has a property setting called ReportBuilderLaunchURL.Based on the value of this property set by the administrator, the Report Builder 1.0 orReport Builder 2.0 application may get downloaded for the end user Report Builder 1.0reports need to be created against report models, whereas Report Builder 2.0 reports can becreated from scratch Figure 37.4 shows a new Report Builder 1.0 report being createdagainst an existing report model
After the report has been developed, the Save option allows publishing the report directly
to the SharePoint document library as an RDL file (see Figure 37.5)
FIGURE 37.4 Report Builder 1.0 launched from SharePoint to create an ad hoc report
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Trang 12ptgFIGURE 37.5 Save the Report Builder report by publishing to a SharePoint document library.
FIGURE 37.6 Edit a report from a SharePoint document library in Report Builder
In the same spirit, reports that are already published on the SharePoint document library
can be opened in Report Builder for editing and then be resaved This is done by selecting
a report and choosing Edit in Report Builder (see Figure 37.6)
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Trang 13Data Sources in SharePoint
Data Sources in SharePoint
An RSDS file represents a report data source, and it is generally created via Report Designer
or Model Designer, from where it can be published to a SharePoint library A new shareddata source can also be created directly from the SharePoint document library Figure 37.2showed the Report Data Source option available on a SharePoint document library Thisbrings up a SharePoint page for creating a shared report data source (see Figure 37.7)
Note that the SharePoint Data Connections document library is a logical place to save theshared report data sources However, you can save them in any document library wherereporting content types are enabled
NOTE
It is also possible for reports in SharePoint integrated mode to use Office DataConnection (ODC) files rather than report data sources in limited scenarios (such asconnecting to OLE DB or ODBC data sources) If you have existing ODC files that youwant to use with reports, be sure to first review the limitations by reading the MicrosoftSQL Server Books Online article titled “How to Use an Office Data Connection (.odd)with Reports” at https://technet.microsoft.com/en-us/library/bb326418.aspx
FIGURE 37.7 Create a new report data source from a SharePoint document library
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Trang 14ptgFIGURE 37.8 Create a new Report Builder model from a SharePoint document library.
Report Models in SharePoint
Report Builder 1.0 requires reports to be built on top of report models An SMDL file
repre-sents a Report Builder model, and it is generally created via Model Designer, from where it
can be published to a SharePoint library New Report Builder models can also be created
directly from the SharePoint document library Figure 37.2 showed the Report Builder
Model option available on a SharePoint document This brings up a SharePoint page for
creating a model (see Figure 37.8)
Creation of a Report Builder model requires a shared data source to be available on the
SharePoint site The rules for the model generation are pretty much hidden from the user’s
perspective After the model has been generated, there is an option to regenerate it if needed
Report Builder 2.0
Report Builder 2.0 delivers an Office-like report-authoring environment and supports most
of the report designer functionality found via Business Intelligence Development Studio
(BIDS) Chapter 18, “Ad Hoc Reporting,” has more information about Report Builder 2.0
If you are using the SSRS 2008 RTM release, you won’t find Report Builder 2.0 in the box
It was made available as a web download after the RTM release The download link is
available from www.microsoft.com/sqlserver/2008/en/us/report-builder.aspx
NOTE
We recommend installation of SQL Server 2008 Service Pack 1 on top of your SSRS
2008 RTM deployment because the service pack includes Reporting Builder 2.0 with
Click Once capability To download the service pack, go to: www.microsoft.com/down
loads and search for “SQL Server 2008 Service Pack 1.”
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Trang 15Tips for Report Builder Usage
There is a new property in SSRS 2008 for Report Server called ReportBuilderLaunchURL
that can be modified to point to Report Builder 2.0 rather than the default for ReportBuilder 1.0
Tips for Report Builder Usage
To enable Report Builder to launch from a SharePoint document library when using formsauthentication, follow these steps:
1 Add the following entries to theWeb.configfile for the SharePoint web applicationswhere you want to allow Report Builder to be launched from your reports docu-ment libraries:
<location path=”_vti_bin/ReportBuilder/1041/ReportBuilder.chm.deploy”>
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Trang 163 For information about LCIDs and cultures supported by the Reporting Services
add-in for SharePoadd-int, refer to the Install folder under %programfiles%\CommonFiles\Microsoft Shared\web server extensions\12\ISAPI\ReportBuilder
4 Enable anonymous access on the ReportBuilder folder via IIS Manager For more
information, see “How to Enable Anonymous Access on the ReportBuilder Folder” athttp://msdn.microsoft.com/en-us/library/ms365173(SQL.90).aspx
If users encounter an HTTP 401or400error when launching Report Builder with basic
authentication, you need to ensure that users select the Remember Password check box
when they see the User Credentials dialog box at login time The root cause is that the
login via the User Credentials dialog box results in SharePoint creating a
WSS_KeepSessionAuthenticatedcookie to ensure this user remains authenticated for the
duration of the session Report Builder is launched using click-once, which is not aware of
thisWSS_KeepSessionAuthenticatedcookie and results in this error from SharePoint
during launch of Report Builder
Summary
Ad hoc reporting is supported in SharePoint via Report Builder, which enables SharePoint
users to create new reports or edit existing reports from the SharePoint document library
Report Builder reports are built on top of data sources and report models
The SSRS add-in for SharePoint adds new content types on the SharePoint site for reports,
report data sources, and Report Builder models This enables creation and sharing of these
report items in the SharePoint document library These report items can then be used via
Report Builder for ad hoc reporting
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Trang 17APPENDIX A
References and Additional Reading
MSDN Websites
Microsoft SQL Server 2008 Books Online
http://msdn.microsoft.com/en-us/sqlserver/
cc514207.aspx
MSDN aggregator page for SQL Server Reporting
Services (has links to newsgroups, blogs, white papers,videos, and tutorials)
Scaling Up Reporting Services 2008 vs Reporting
Services 2005: Lessons Learned
Reporting Services Scale-Out Deployment Best
Practices
Reporting Services Performance Optimizations
Reporting Services Scale-Out Architecture
New Best Practices Articles Published - Scaling Up
Reporting Services 2008 vs Reporting Services 2005:
SQL Server Reporting Services
Trang 18Report Server Catalog Best Practices
Technet Webcast: Building SQL Server Reporting Services 2008 Large-Scale Solutions
(Level 400)
Microsoft SQL Server 2008 Samples
www.codeplex.com/MSFTRSProdSamples/Release/ProjectReleases.aspx?ReleaseId=18649
SQL Server Reporting Services 2008 Forum
If you get stuck, you can get your questions answered at http://social.msdn.microsoft
Data visualization blogs
http://blogs.msdn.com/seanboonhttp://blogs.msdn.com/alexgor/
Trang 19SharePoint Integration Links
Former group program manager’s bloghttp://blogs.msdn.com/bwelcker
BI consultant bloghttp://blogs.msdn.com/bimusings
White Papers
SQL Server 2008 Reporting Services Overview
4168b65aaa71/RSinSQL2008.doc
http://download.microsoft.com/download/a/c/d/acd8e043-d69b-4f09-bc9e- SQL Server 2005 Integration with Microsoft SharePoint Products and Technologies
http://download.microsoft.com/download/4/7/a/47a548b9-249e-484c-abd7-SharePoint Integration Links
Learn about SharePoint integrated modehttp://msdn.microsoft.com/en-us/library/cc281021.aspx
Configure Reporting Services integration with SharePointhttp://msdn.microsoft.com/en-us/library/bb326356.aspx
White paper: SQL Server 2005 Integration with Microsoft SharePoint Products and Technologies
http://technet.microsoft.com/en-us/library/bb969100.aspx
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Trang 20Additional Books
Microsoft SQL Server 2008 Analysis Services Unleashed
By Irina Gorbach, Alexander Berger, Edward Melomed (Sams Publishing, 2008)ISBN: 0672330016
www.informit.com/store/product.aspx?isbn=0672330016
Pro SQL Server 2005 High Availability
By Allan Hirt (Apress, 2007)ISBN: 159059780X
Microsoft SQL Server 2008 Analysis Services Step by Step
By Scott Cameron (Microsoft Press, 2009)ISBN: 0735626200
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Trang 21APPENDIX B
Glossary
action
An end-user-initiated operation that, for example, can
launch another report, open a URL, or transfer focus to a
bookmark
aggregate function
A function that performs a summary calculation on a series
of data and returns a single value Each aggregate function
uses the Scopeparameter, which defines the scope (such as
grouping, data set, or data region) in which the aggregate
function is performed
assembly
A managed application module that contains class metadata
and managed code
authentication
The process of validating that the user attempting to
connect to Reporting Server is authorized to do so
authorization
The operation that verifies the permissions and access rights
granted to a user to securable report items, such as folders,
reports, (report) models, resources, and shared data sources
BIDS
Abbreviation for SQL Server Business Intelligence
Development Studio
collation
A set of rules that determine how strings of character data
are compared, ordered, and presented Character data is
sorted using collation information, including locale, sort
order, and case sensitivity
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Trang 22column
In a table, the area in each row that stores the data value for some attribute of the object
presented in the table For example, in an Employeetable, a FirstNamecolumn would
contain the first name of an employee
Common Language Runtime (CLR)
The engine that supplies managed code with services such as cross-language integration,
code access security, object lifetime management, and debugging and profiling support
configuration
In SSRS, a name/value pair that controls certain behaviors of SSRS, such as directing SSRS
to load specified extensions or to use a specified encryption key
connection
An interprocess communication (IPC) linkage established between a SQL Server
applica-tion and an instance of SQL Server
connection string
A string supplied to a data provider that provides information sufficient to connect to the
data An example of a connection string is Data Source=MyServer\MyInstance;initial
catalog=AdventureWorksDW
constant
A group of symbols that represent a specific data value For example, ’abc’is a character
string constant, ’123’is an integer constant, ’April 19, 1999’is a date-time constant,
and’0x02FA’is a binary constant
cube
A set of data that is organized and summarized into a multidimensional structure defined
by a set of dimensions and measures
custom report item
A custom report item extends rendering capabilities of the Report Definition Language
(RDL) Some of the custom report items that you can purchase (not included as standard
items in SSRS) are map, calendar, barcode, and other controls
data mart
A subset of the contents of a data warehouse A data mart tends to contain data focused at
the department level, or on a specific business area
data-processing extension
A component in Reporting Services that provides query processing and data retrieval for a
data source type that can be used in a report
data set
A set of data that is the result of executing Transact-SQL SELECT, Data Mining Expressions
(DMX), or Multidimensional Expressions (MDX) statements
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Trang 23APPENDIX B Glossary
data source
An object containing information about the location of data The data source leverages a
connection string See connection string.
Data Source view
An abstraction layer for a data source Data Source view acts similarly to SQL Server viewand allows joining multiple tables from a data source, creating calculated fields, and
“renaming” fields from a data source Data Source view describes this abstraction in XMLand does not cause any modification to a data source
data type
An attribute that specifies what type of information can be stored in a column, parameter,
or variable There are two different data types: system supplied and user defined
decision supportThe systems designed to support the complex analytic analysis required to discover busi-ness trends for managerial decision making
default
A value (data value, option setting, collation, or name) assigned or an action taken matically by the system if a user does not specify the value or the action
auto-default databaseThe database the user is connected to immediately after logging in to SQL Server
default instanceThe copy of SQL Server that uses the computer name on which it is installed as its name
Trang 24An action or a technique used to retrieve the detailed data by (for example, clicking a
report item that contains summarized data)
enterprise
The word enterprise is used in several different connotations throughout this book When
enterprise describes a business, it implies (according to Encarta dictionary) “organized
business activities aimed specifically at growth and profit.” According to the definition, an
enterprise could be a company with a few employees or thousands of employees
However, typically, people think of an enterprise as a company that has a hierarchical
management structure; division of responsibilities, such as operations, financial, sales,
marketing, and so on; and more than a handful of employees
Enterprise Edition
An edition of a product that provides more powerful features than a product labeled as
“standard.” In addition to providing extended features, “enterprise” products are also
designed to handle large user loads, scale up (use more memory and a large number of
CPUs), scale out (have the capability of adding more servers to the installation), and have
provisions for high availability
expression
In SSRS, a combination of variables, constants, functions, and operators that evaluate to a
single data value Simple expressions can be a constant, variable, column, or scalar
func-tion Complex expressions are one or more simple expressions connected by operators
fact
A row in a fact table in a data warehouse A fact contains values that define a data event
such as a sales transaction
fact table
A central table in a data warehouse schema that contains numeric measures and keys
relating facts to dimension tables Fact tables contain data that describes specific events
within a business, such as bank transactions or product sales
field
An area in a data set that stores a single data value
foreign key (FK)
The column or combination of columns whose values match the primary key (PK) or
unique key in the same or another table
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Trang 25Transact-SQL supplies built-in functions, which cannot be modified, and supports defined functions, which can be created and modified by users.
user-Hypertext Markup Language (HTML)
A system of marking up a document so that it can be published on the World Wide Web
HTML provides formatting tags and can be viewed using a web browser (such as MicrosoftInternet Explorer)
A column referenced by a primary, foreign, or index key
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